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remove permissions to edit notes on timeline

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Hi all,

I need to remove permissions to edit user's own notes on timeline. I tried the below but no luck, user can still edit them.

I made sure that use is not assigned with any other roles that has write permissions.

Could you please help?

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meelamri 13,218 User Group Leader on at

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Hi Reddy,

Yes, I can understand your pain!

Let's imagine that your note is on the opportunity entity form. You have to go to the relationship opportunity/note and uncheck the reparent cascade.

docs.microsoft.com/.../entity-relationship-behavior

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Yoshika Suzuki Microsoft Employee on at

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If the relationship between the parent record and Note is 1: N, it will change depending on the setting of the association behavior.

If it is Parental, it may have inherited the privileges of the owner of the parent record.

Take a look at this document as well

docs.microsoft.com/.../create-and-edit-1n-relationships

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Community Member on at

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Hi Mehdi, note is on contact entity... but I don't see Relationship Contact???

Please advise

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meelamri 13,218 User Group Leader on at

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Hi,

Go to your Solution --> Contact Entity --> 1:N Relationships --> Find & click on Contact_Annotation relationship

Then configure your cascade as shown below:

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Community Member on at

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Thanks Mehdi. I have done the same.. still no luck

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meelamri 13,218 User Group Leader on at

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Hi,

Save And publish your changes.

When users will update the note, the system will pop an error message.

I will replay the same scenario in my environement.

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yep... saved and published all customizations. Tested and still able to edit the note

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meelamri 13,218 User Group Leader on at

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Hi,

I just replay the same scenario in my environment. I agree that we have the ability to edit the note on the timeline. However, by clicking on save. An error message appears.

Important note: This will only work for new notes created after the cascade has been modified. Old notes will not be impacted. Otherwise, users will still be able to modify old notes.

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meelamri 13,218 User Group Leader on at

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Any news ?

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Community Member on at

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Hi Mehdi, Sorry I was away.... and yes, I have tried creating a completely new note... I'm still able to edit it :(

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